Hara Capital’s Royce Micro-Cap Trust RMT Stock Holding History

Hara Capital’s Portfolio RMT Stock Details RMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$114K	Sell	10,060 -27,900	-73%	-$324K	0.06%	145
2025 Q4	$396K	Sell	37,960 -1,400	-4%	-$14.5K	0.22%	98
2025 Q3	$409K	Sell	39,360 -2,650	-6%	-$26.2K	0.24%	91
2025 Q2	$389K	Buy	42,010 +100	+0.2%	+$850	0.24%	87
2025 Q1	$353K	Sell	41,910 -43,210	-51%	-$408K	0.24%	95
2024 Q4	$830K	Buy	85,120 +42,560	+100%	+$418K	0.27%	90
2024 Q3	$409K	Buy	42,560 +4,800	+13%	+$45.7K	0.25%	88
2024 Q2	$347K	Hold	37,760	–	–	0.22%	98
2024 Q1	$357K	Sell	37,760 -200	-0.5%	-$1.83K	0.21%	97
2023 Q4	$351K	Buy	+37,960	New	+$317K	0.25%	89

Other funds holding RMT

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

ARA

Alexander Randolph Advisory Mclean, Virginia $116M AUM 15.12% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hara Capital's RMT Position: Q1 2026 in Review

Hara Capital reduced its Royce Micro-Cap Trust (RMT) stake by 73% in Q1 2026, selling an estimated $324K and leaving 10,060 shares worth $114K. The position accounts for 0.06% of the portfolio, ranked #145.

Hara Capital first reported a position in RMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $830K in Q4 2024. 105 funds tracked by Wall St. Rank hold RMT as of Q1 2026.

Hara Capital held 10,060 shares of Royce Micro-Cap Trust worth $114K as of Q1 2026.
Hara Capital sold 27,900 Royce Micro-Cap Trust shares in Q1 2026, an estimated $324K.
Royce Micro-Cap Trust made up 0.06% of Hara Capital's portfolio in Q1 2026, its #145 holding.
Hara Capital first reported a position in Royce Micro-Cap Trust in Q4 2023 and has held it in 10 quarters since.
Hara Capital's Royce Micro-Cap Trust position peaked at $830K in Q4 2024.
105 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q1 2026.

Based on Hara Capital's 13F filing for Q1 2026, filed 14 May 2026.